Craig Bergstrom

Craig Bergstrom, CIO of Corbin Capital Partners, Adam Blitz, CEO of Evanston Capital Management, and Dan Fagan, Portfolio Manager at GIC, share their rich insights into the hedge fund landscape. They dive into navigating credit investing amid rising defaults and discuss investment strategies in a high-rate environment. The trio emphasizes the importance of liquidity management and highlights unique approaches to long-short equity and macro strategies. Their conversation concludes with thoughts on fees and the most promising opportunities and pitfalls for investors.

Dan Fagan, a hedge fund investment expert from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners specializing in fund of hedge funds, and Adam Blitz of Evanston Capital discussing hedge fund strategies. They share insights on the complexities of capital allocation, emphasizing the significance of skilled manager selection. The trio explores the risks of high leverage and liquidity management while also highlighting opportunities in the emerging manager space and the evolving perceptions of illiquidity in hedge fund investments.

Himanshu Gulati, Founder and CIO of Antara Capital, shares his insights on event-driven hedge funds. He discusses the importance of fundamental analysis, portfolio management, and risk mitigation strategies. Gulati reflects on his journey from Perry Capital to founding Antara, emphasizing humility and hard work. Personal anecdotes highlight his unique investment philosophies and partnerships, including lessons from a collaboration with a sports figure. Craig Bergstrom, CIO at Corbin Capital Partners, guides the conversation, shedding light on effective investment relationships.